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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-07-29 |
Branch Locations
7900 Se 28Th Street Ste 204, Mercer Island, WA 98040 • United States
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Congregation Neveh Shalom | Portland | OR | 09/2016 | 05/2017 |
| Camp Solomon Schechter | Tumwater | WA | 06/2018 | 08/2018 |
| Camp Solomon Schechter | Tumwater | WA | 06/2019 | 08/2019 |
| Crowdsense.aI | Tel Aviv | 07/2021 | 09/2021 | |
| University Of Oregon | Eugene | OR | 09/2018 | 06/2022 |
| Coldstream Wealth Management | Portland | OR | 06/2022 | 08/2024 |
| Wilson High School (Now Named Ida B. Wells-Barnett Hs) | Portland | OR | 09/2014 | 06/2018 |
| Coldstream Wealth Management | Portland | OR | 08/2024 | 11/2025 |
| Coldstream Wealth Management | Mercer Island | WA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-27 |
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